Foster Dykema Cabot & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Foster Dykema Cabot & Co’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$756K	Hold
2023 Q2	$797K	Hold
2023 Q1	$763K	Hold
2022 Q4	$736K	Sell
2022 Q3	$735K	Hold
2022 Q2	$765K	Hold
2022 Q1	$923K	Hold
2021 Q4	$982K	Hold
2021 Q3	$925K	Buy
2021 Q2	$824K	Hold
2021 Q1	$769K	Sell
2020 Q4	$742K	Sell
2020 Q3	$775K	Buy
2020 Q2	$418K	Hold
2020 Q1	$336K	Sell
2019 Q4	$751K	Sell
2019 Q3	$818K	Hold
2019 Q2	$816K	Sell
2019 Q1	$852K	Buy
2018 Q4	$688K	Hold
2018 Q3	$816K	Sell
2018 Q2	$1.1M	Hold
2018 Q1	$1.06M	Hold
2017 Q4	$1.07M	Sell
2017 Q3	$1.25M	Sell
2017 Q2	$1.73M	Sell
2017 Q1	$1.72M	Hold
2016 Q4	$1.65M	Sell
2016 Q3	$1.64M	Buy
2016 Q2	$615K	Sell
2016 Q1	$644K	Hold
2015 Q4	$633K	Hold
2015 Q3	$615K	Buy
2015 Q2	$266K	Hold
2015 Q1	$271K	Hold
2014 Q4	$261K	Hold
2014 Q3	$248K	Hold
2014 Q2	$254K	Hold
2014 Q1	$242K	Hold
2013 Q4	$235K	Hold
2013 Q3	$218K	Sell
2013 Q2	$391K	Buy